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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,322 | $111,830-68.4% | $93,696-62.3% | $145,884-75.8% |
| Participation rate | 66.7% | 74.2%-7.6pp | 68.7%-2.1pp | 80.3%-13.6pp |
| Annual return | 6.64% | 204.08%-197.4pp | 133.74%-127.1pp | 551.85%-545.2pp |
| Employer contribution / active EE | $5,412 | $3,093+75.0% | $2,422+123.4% | $4,662+16.1% |
| Participant deferral / active EE | $21,164 | $4,920+330.2% | $4,417+379.2% | $6,690+216.4% |
| Admin fee / account holder | $18,996 | $10,249+85.3% | $8,287+129.2% | $13,392+41.8% |